Business Relationship Support Representative - Treasury Service Associate Job at WELLS FARGO BANK
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Business Relationship Support Representative -Treasury Service Associate within Commercial Banking - Global Treasury Management. Learn more about the career areas and lines of business at wellsfargojobs.com
Global Treasury Management supports external and internal customers with a wide range of Treasury Management products and services to help small business, middle-market, and corporate customers manage their receivables, payments, and account information. Will support both regional and national sales, and works with retail business banking, regional commercial banking, U.S. corporate, International, and other commercial banking teams.
Many of the services the candidate will assist with may include Lockbox, Cash Vault, ACH, Wires, and general account inquiries. We also support Wells Fargo Commercial Electronic Office (CEO) and many of the products within the CEO portal including online Wire transfers, ACH payments, Desktop Deposit, Treasury Information Reporting, Fraud Manager, ARP and other Wells Fargo Commercial Treasury products.
Please note this role is a call center environment and may require extensive time on the phone as well as a structured schedule.
In this role, you will:
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Business Relationship Support Representative -Treasury Service Associate within Commercial Banking - Global Treasury Management. Learn more about the career areas and lines of business at wellsfargojobs.com
Global Treasury Management supports external and internal customers with a wide range of Treasury Management products and services to help small business, middle-market, and corporate customers manage their receivables, payments, and account information. Will support both regional and national sales, and works with retail business banking, regional commercial banking, U.S. corporate, International, and other commercial banking teams.
Many of the services the candidate will assist with may include Lockbox, Cash Vault, ACH, Wires, and general account inquiries. We also support Wells Fargo Commercial Electronic Office (CEO) and many of the products within the CEO portal including online Wire transfers, ACH payments, Desktop Deposit, Treasury Information Reporting, Fraud Manager, ARP and other Wells Fargo Commercial Treasury products.
Please note this role is a call center environment and may require extensive time on the phone as well as a structured schedule.
In this role, you will:
- Oversee overall customer experience for commercial clients
- Identify and resolve client issues via phone and email
- Accurately capture, monitor, and resolve requests through case management system to meet and exceed expectations
- Help with customer associated risk management
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Act as a liaison between the client and internal teams to ensure the delivery of quality service to meet client needs.
- Assist clients with product training and walk through of Treasury Management services
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Financial Services Experience
- Treasury management experience
- Call center customer service experience in the financial services industry
- Customer service experience with Wells Fargo channels Contact Center, Digital or Store
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Good PC skills with the aptitude to learn new systems quickly
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Ability to work in a fast-paced deadline driven environment
- Energetic, quick learner, positive attitude, self-motivated
- Ability to work independently, organizing and managing multiple priorities
- Strong telephone etiquette skills
- The hours for this position are 9:30 AM to 6:30 PM CST
- This position will be a hybrid schedule and will be required to live in or nearby the listed posting location
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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